6月4日,和讯投顾张加磊分析,稀土永磁板块今日大热,因欧美加征关税,稀土成为中国反制重要手段。摩根士丹利测算人形机器人稀土用量与电动车相当,8000亿美元增量市场引发资金抢筹,主力净流入超9亿。建议关注资源龙头北方稀土、盛和资源,以及磁材弹性标的金力永磁、银河磁体。早盘若回踩5日线可逢低布局,其中银河磁体粘结钕铁硼全球领先,毛利率35%,是人形机器人微电机隐形冠军;领翼制造消费电子与新能源双轮驱动...
Source Link6月4日,和讯投顾张加磊分析,稀土永磁板块今日大热,因欧美加征关税,稀土成为中国反制重要手段。摩根士丹利测算人形机器人稀土用量与电动车相当,8000亿美元增量市场引发资金抢筹,主力净流入超9亿。建议关注资源龙头北方稀土、盛和资源,以及磁材弹性标的金力永磁、银河磁体。早盘若回踩5日线可逢低布局,其中银河磁体粘结钕铁硼全球领先,毛利率35%,是人形机器人微电机隐形冠军;领翼制造消费电子与新能源双轮驱动...
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